Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend
A specialised fund. Check the scheme details for what it invests in. From Aditya Birla Sun Life Mutual Fund. It's been running since 27 Mar 2015.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 500 other funds in Income
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 2 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Aditya Birla Sun Life Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 133899
- First price on record
- 27 Mar 2015 · 740 daily prices
About Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend
Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend is a Income offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Dividend option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend is ₹12.9400 (as of 27 Mar 2018). Historically, it has delivered 13.81% over the last year, 8.79% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 14.6% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 21.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend?+
The latest NAV of Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend is ₹12.9400 as of 27 Mar 2018, up 0.00% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend?+
Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend has delivered 1-year return 13.81%, 3-year CAGR 8.79%, since-inception CAGR 8.79%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend belong to?+
Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend is categorised as Income. A specialised fund. Check the scheme details for what it invests in.
How risky is Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend?+
Based on its 3-year annualised volatility of 14.6%, Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend a direct plan?+
Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend?+
Aditya Birla Sun Life Focused Equity Fund - Series 5 - Direct Plan - Dividend has NAV history available from 27 Mar 2015 — approximately 12 years of track record and 740 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.